Sponsored

The Analysis of Sarver Vrooman Wealth Advisors's Holdings & P&L

Currently, Sarver Vrooman Wealth Advisors holds 138 types of securities in its portfolio with a total value $162.4M. In the most recent quarter, they have increased their positions in IBDZ (+1.6M shares, valued at $42.6M), AVLV (+44.4K shares, valued at $3.6M), N/A (+13.8K shares, valued at $320.2K); decreased their positions in IBDR (-1.9M shares, valued at $44.9M), USMV (-35.5K shares, valued at $3.3M), SCHD (-93.7K shares, valued at $2.9M); initiated new positions in AVLV (+44.4K shares, valued at $3.6M), N/A (+13.8K shares, valued at $320.2K), N/A (+10.0K shares, valued at $259.3K).

1M P&L

+1.9M+1.18%

3M P&L

+313.4K+0.19%

HY P&L

+9.8M+6.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A156.4M

97.0%

2Consumer Electronics674.1K

0.4%

3Discount Stores354.6K

0.2%

Top Industries by Stock Count

1N/A40 stocks

32.8%

2Drug Manufacturers - General5 stocks

4.1%

3Telecom Services5 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB US DIVIDEND ETF EQUITY1.7M shares-5.36%2026-03-312026-04-15

IBDW ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE2.2M shares-5.27%2026-03-312026-04-15

IBDZ ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE1.7M shares7753.53%2026-03-312026-04-15

DGRW WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND46.9K shares-3.88%2026-03-312026-04-15

DBEF XTRACKERS MSCI EAFE ETF EQUITY76.9K shares-4.19%2026-03-312026-04-15

AVLV AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE44.4K sharesnew addition2026-03-312026-04-15

BSMR INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD36.0K shares0.32%2026-03-312026-04-15

BSMU INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF38.9K shares0.32%2026-03-312026-04-15

Sponsored

AAPL APPLE INC2.7K shares-22.68%2026-03-312026-04-15

IBDX ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE21.5K shares4.00%2026-03-312026-04-15

ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE13.8K sharesnew addition2026-03-312026-04-15

USMV ISHARES EDGE MSCI ETF MIN VOL USA ETF3.4K shares-91.17%2026-03-312026-04-15

SPY STATE STREET SPDR ETF S&P 500474 shares-62.35%2026-03-312026-04-15

IBDS ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF12.2K shares7.66%2026-03-312026-04-15

IBDT ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE11.7K shares7.64%2026-03-312026-04-15

WMT WALMART INC2.3K shares-43.12%2026-03-312026-04-15

Sponsored

IBDV ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF11.9K shares8.72%2026-03-312026-04-15

IBCA ISHARES TR ETF IBONDS DEC 2035 TERM CORP10.1K shares0.00%2026-03-312026-04-15

ISHARES TR IBONDS ETF DEC 2033 TERM CORP ISHARES TR IBONDS ETF DEC 2033 TERM CORP10.0K sharesnew addition2026-03-312026-04-15

XOM EXXON MOBIL CORP1.3K shares-11.56%2026-03-312026-04-15

MSFT MICROSOFT CORP557 shares-78.63%2026-03-312026-04-15

SPHQ INVESCO TR ETF S&P 500 QUALITY2.1K shares-16.38%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC SERIES B NEW BERKSHIRE HATHAWAY INC SERIES B NEW319 shares-44.71%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP1.2K shares42.82%2026-03-312026-04-15

Sponsored

JPM JPMORGAN CHASE & CO465 shares-21.19%2026-03-312026-04-15

SPMO INVESCO TR II ETF S&P 500 MOMENTUM1.2K shares-62.09%2026-03-312026-04-15

XMHQ INVESCO S&P MIDCAP ETF QUALITY1.2K shares8.15%2026-03-312026-04-15

MERCK & CO INC NEW MERCK & CO INC NEW883 shares-8.21%2026-03-312026-04-15

AMGN AMGEN INC287 shares-20.72%2026-03-312026-04-15

PSX PHILLIPS 66533 shares-15.80%2026-03-312026-04-15

OKE ONEOK INC NEW1.1K shares-21.95%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON387 shares-38.77%2026-03-312026-04-15

Sponsored

GILD GILEAD SCIENCES INC613 shares-32.86%2026-03-312026-04-15

CTVA CORTEVA INC954 shares0.00%2026-03-312026-04-15

MCD MCDONALDS CORP244 shares0.00%2026-03-312026-04-15

BSCV INVESCO EXCHANGE ETF TRADED SELF INDXD FD TR BLLTSHRS 2031 CRPT BD4.5K sharesnew addition2026-03-312026-04-15

IBDR ISHARES TR ETF IBONDS DEC 2026 TERM CORP3.0K shares-99.84%2026-03-312026-04-15

WM WASTE MGMT INC DEL317 shares0.00%2026-03-312026-04-15

BLACKROCK INC COM NEW BLACKROCK INC COM NEW75 shares0.00%2026-03-312026-04-15

GENL DYNAMICS CORP GENL DYNAMICS CORP198 shares0.00%2026-03-312026-04-15

Sponsored

CVX CHEVRON CORPORATION325 shares0.00%2026-03-312026-04-15

COST COSTCO WHSL CORP NEW COM65 shares-55.48%2026-03-312026-04-15

BSCT INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD3.4K shares-20.03%2026-03-312026-04-15

BSCS INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP3.1K shares-21.10%2026-03-312026-04-15

BSCR INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP3.2K shares-21.08%2026-03-312026-04-15

CSCO CISCO SYSTEMS INC812 shares0.00%2026-03-312026-04-15

BSCQ INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 20263.2K shares-21.55%2026-03-312026-04-15

HON HONEYWELL INTERNATIONAL INC275 shares-83.15%2026-03-312026-04-15

Sponsored

BSCU INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD3.6K shares-29.64%2026-03-312026-04-15

DELL DELL TECHNOLOGIES INC CL C369 shares-70.24%2026-03-312026-04-15

NEE NEXTERA ENERGY INC644 shares0.00%2026-03-312026-04-15

DOV DOVER CORP COMMON283 shares0.00%2026-03-312026-04-15

ITW ILLINOIS TOOL WORKS INC226 shares0.00%2026-03-312026-04-15

PEP PEPSICO INCORPORATED361 shares4.64%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP92 shares0.00%2026-03-312026-04-15

ORCL ORACLE CORPORATION374 shares-66.81%2026-03-312026-04-15

Sponsored

ADP AUTOMATIC DATA PROCESSING264 shares0.00%2026-03-312026-04-15

TMUS T-MOBILE US INC243 shares-34.32%2026-03-312026-04-15

NVDA NVIDIA CORP285 shares-90.81%2026-03-312026-04-15

MO ALTRIA GROUP INC721 shares-27.32%2026-03-312026-04-15

RNR RENAISSANCE RE HOLDING LTD157 shares2.61%2026-03-312026-04-15

BMY BRISTOL MYERS SQUIBB CO767 shares3.79%2026-03-312026-04-15

EXEL EXELIXIS INC1.1K shares5.60%2026-03-312026-04-15

AFG AMERICAN FINL GROUP INC OHIO359 shares24.22%2026-03-312026-04-15

Sponsored

CB CHUBB LTD140 shares10.24%2026-03-312026-04-15

ZBH ZIMMER BIOMET HOLDINGS INC502 shares33.87%2026-03-312026-04-15

STT STATE STR CORP353 shares-22.08%2026-03-312026-04-15

TRAVELERS COS INC/ THE TRAVELERS COS INC/ THE153 sharesnew addition2026-03-312026-04-15

BAC BANK OF AMERICA CORP914 shares-40.03%2026-03-312026-04-15

HIG HARTFORD INSURANCE GROUP INC329 shares5.45%2026-03-312026-04-15

WRB BERKLEY W R CORPORATION671 shares24.49%2026-03-312026-04-15

PG PROCTER & GAMBLE CO304 shares-27.45%2026-03-312026-04-15

Sponsored

VICI VICI PPTYS INC1.6K shares38.84%2026-03-312026-04-15

FDX FEDEX CORPORATION122 shares-30.29%2026-03-312026-04-15

EXPE EXPEDIA INC188 shares-22.31%2026-03-312026-04-15

GM GENERAL MOTORS CO581 shares-30.00%2026-03-312026-04-15

JCI JOHNSON CTLS INTL PLC330 shares-29.79%2026-03-312026-04-15

ENB ENBRIDGE INC786 shares34.13%2026-03-312026-04-15

QCOM QUALCOMM INC330 shares24.53%2026-03-312026-04-15

DE DEERE & CO75 shares-1.32%2026-03-312026-04-15

Sponsored

DGX QUEST DIAGNOSTICS INC213 shares0.00%2026-03-312026-04-15

CMCSA COMCAST CORP NEW CL A1.4K shares34.79%2026-03-312026-04-15

INTU INTUIT INC95 shares0.00%2026-03-312026-04-15

FI FISERV INC735 shares329.82%2026-03-312026-04-15

MCK MCKESSON CORPORATION47 shares-2.08%2026-03-312026-04-15

GE AEROSPACE NEW GE AEROSPACE NEW143 shares0.00%2026-03-312026-04-15

PHM PULTE GROUP INC338 shares-13.11%2026-03-312026-04-15

PNC PNC FINANCIAL SERVICES GROUP191 shares-18.72%2026-03-312026-04-15

Sponsored

MEDTRONIC PLC MEDTRONIC PLC454 shares2.02%2026-03-312026-04-15

APOLLO GLOBAL MGMT INC NEW APOLLO GLOBAL MGMT INC NEW347 shares20.49%2026-03-312026-04-15

COF CAPITAL ONE FINANCIAL CORP209 shares-57.52%2026-03-312026-04-15

AXP AMERICAN EXPRESS COMPANY126 shares-10.00%2026-03-312026-04-15

CORPAY INC INC CORPAY INC INC127 shares9.48%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHINE CORP152 shares-0.65%2026-03-312026-04-15

CHKP CHECK POINT SOFTWARE TECH LTD251 shares53.99%2026-03-312026-04-15

RCL ROYAL CARIBBEAN CRUISES LTD NORWAY130 shares-30.85%2026-03-312026-04-15

Sponsored

URI UNITED RENTALS INC48 shares-17.24%2026-03-312026-04-15

IBMS ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD1.3K shares4.05%2026-03-312026-04-15

IBMT ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD1.3K shares3.44%2026-03-312026-04-15

AEP AMERICAN ELECTRIC POWER INC223 shares0.00%2026-03-312026-04-15

BSJS INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND1.3K shares0.00%2026-03-312026-04-15

BSJQ INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD1.2K shares0.00%2026-03-312026-04-15

SW SMURFIT WESTROCK PLC SHS712 shares0.00%2026-03-312026-04-15

AEE AMEREN CORP253 shares-0.39%2026-03-312026-04-15

Sponsored

HD HOME DEPOT INC82 shares0.00%2026-03-312026-04-15

T AT & T INC926 shares-10.27%2026-03-312026-04-15

TARGET CORP TARGET CORP180 sharesnew addition2026-03-312026-04-15

GPC GENUINE PARTS CO COM145 shares-37.77%2026-03-312026-04-15

NOBL PROSHARES S&P 500 ETF DIVIDEND A140 shares-71.37%2026-03-312026-04-15

BSJR INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP645 shares0.00%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS COM259 shares-63.37%2026-03-312026-04-15

EPR EPR PPTYS SHS BEN INT254 shares1.60%2026-03-312026-04-15

Sponsored

EPD ENTERPRISE PRODUCTS PARTNERS300 sharesnew addition2026-03-312026-04-15

CWB STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES116 shares0.00%2026-03-312026-04-15

NB NIOCORP DEVS LTD COM NEW2.2K shares0.00%2026-03-312026-04-15

SDY ST STR SPDR S&P DIV ETF64 shares0.00%2026-03-312026-04-15

WBD WARNER BROS DISCOVERY INC SER A224 shares0.00%2026-03-312026-04-15

MGC VANGUARD MEGA CAP ETF22 shares0.00%2026-03-312026-04-15

SOLSTICE ADVANCED MATLS INC COM SOLSTICE ADVANCED MATLS INC COM68 shares-83.21%2026-03-312026-04-15

MSLC MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY79 shares0.00%2026-03-312026-04-15

Sponsored

NVO NOVO NORDISK A S ADR100 shares0.00%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC CL A20 shares-99.69%2026-03-312026-04-15

AOR ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION33 shares0.00%2026-03-312026-04-15

SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW70 shares-97.67%2026-03-312026-04-15

MSSM MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY24 shares0.00%2026-03-312026-04-15

KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS15 shares0.00%2026-03-312026-04-15

LINK INTERLINK ELECTRONICS INC225 shares0.00%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC9 shares0.00%2026-03-312026-04-15

Sponsored

SOFI SOFI TECHNOLOGIES INC40 shares-89.74%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC3 shares-97.66%2026-03-312026-04-15

KGC KINROSS GOLD CORP (NEW) NO PAR20 shares0.00%2026-03-312026-04-15

WFC WELLS FARGO & CO NEW5 shares-95.24%2026-03-312026-04-15

GXC SPDR S&P CHINA ETF3 shares0.00%2026-03-312026-04-15

KR KROGER COMPANY COMMON3 shares0.00%2026-03-312026-04-15

DRAFTKINGS INC NEW CL A DRAFTKINGS INC NEW CL A10 shares0.00%2026-03-312026-04-15

VGK VANGUARD FTSE ETF EUROPEAN1 shares0.00%2026-03-312026-04-15

Sponsored

LUMN LUMEN TECHNOLOGIES INC LA9 shares0.00%2026-03-312026-04-15

URGENT.LY INC NEW URGENT.LY INC NEW1 shares-87.50%2026-03-312026-04-15

SCHD

SCHWAB US DIVIDEND ETF EQUITY

-5.36%

Shares1.7M

Event2026-03-31

Filed2026-04-15

IBDW

ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE

-5.27%

Shares2.2M

Event2026-03-31

Filed2026-04-15

IBDZ

ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE

7753.53%

Shares1.7M

Event2026-03-31

Filed2026-04-15

DGRW

WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND

-3.88%

Shares46.9K

Event2026-03-31

Filed2026-04-15

DBEF

XTRACKERS MSCI EAFE ETF EQUITY

-4.19%

Shares76.9K

Event2026-03-31

Filed2026-04-15

AVLV

AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE

New

Shares44.4K

Event2026-03-31

Filed2026-04-15

BSMR

INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD

0.32%

Shares36.0K

Event2026-03-31

Filed2026-04-15

BSMU

INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF

0.32%

Shares38.9K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-22.68%

Shares2.7K

Event2026-03-31

Filed2026-04-15

IBDX

ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE

4.00%

Shares21.5K

Event2026-03-31

Filed2026-04-15

ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE

New

Shares13.8K

Event2026-03-31

Filed2026-04-15

USMV

ISHARES EDGE MSCI ETF MIN VOL USA ETF

-91.17%

Shares3.4K

Event2026-03-31

Filed2026-04-15

SPY

STATE STREET SPDR ETF S&P 500

-62.35%

Shares474

Event2026-03-31

Filed2026-04-15

IBDS

ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF

7.66%

Shares12.2K

Event2026-03-31

Filed2026-04-15

IBDT

ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE

7.64%

Shares11.7K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-43.12%

Shares2.3K

Event2026-03-31

Filed2026-04-15

IBDV

ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF

8.72%

Shares11.9K

Event2026-03-31

Filed2026-04-15

IBCA

ISHARES TR ETF IBONDS DEC 2035 TERM CORP

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-15

ISHARES TR IBONDS ETF DEC 2033 TERM CORP

New

Shares10.0K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-11.56%

Shares1.3K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-78.63%

Shares557

Event2026-03-31

Filed2026-04-15

SPHQ

INVESCO TR ETF S&P 500 QUALITY

-16.38%

Shares2.1K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC SERIES B NEW

-44.71%

Shares319

Event2026-03-31

Filed2026-04-15

BANK NEW YORK MELLON CORP

42.82%

Shares1.2K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-21.19%

Shares465

Event2026-03-31

Filed2026-04-15

SPMO

INVESCO TR II ETF S&P 500 MOMENTUM

-62.09%

Shares1.2K

Event2026-03-31

Filed2026-04-15

XMHQ

INVESCO S&P MIDCAP ETF QUALITY

8.15%

Shares1.2K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC NEW

-8.21%

Shares883

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

-20.72%

Shares287

Event2026-03-31

Filed2026-04-15

PSX

PHILLIPS 66

-15.80%

Shares533

Event2026-03-31

Filed2026-04-15

OKE

ONEOK INC NEW

-21.95%

Shares1.1K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-38.77%

Shares387

Event2026-03-31

Filed2026-04-15

GILD

GILEAD SCIENCES INC

-32.86%

Shares613

Event2026-03-31

Filed2026-04-15

CTVA

CORTEVA INC

0.00%

Shares954

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

0.00%

Shares244

Event2026-03-31

Filed2026-04-15

BSCV

INVESCO EXCHANGE ETF TRADED SELF INDXD FD TR BLLTSHRS 2031 CRPT BD

New

Shares4.5K

Event2026-03-31

Filed2026-04-15

IBDR

ISHARES TR ETF IBONDS DEC 2026 TERM CORP

-99.84%

Shares3.0K

Event2026-03-31

Filed2026-04-15

WASTE MGMT INC DEL

0.00%

Shares317

Event2026-03-31

Filed2026-04-15

BLACKROCK INC COM NEW

0.00%

Shares75

Event2026-03-31

Filed2026-04-15

GENL DYNAMICS CORP

0.00%

Shares198

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

0.00%

Shares325

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHSL CORP NEW COM

-55.48%

Shares65

Event2026-03-31

Filed2026-04-15

BSCT

INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD

-20.03%

Shares3.4K

Event2026-03-31

Filed2026-04-15

BSCS

INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP

-21.10%

Shares3.1K

Event2026-03-31

Filed2026-04-15

BSCR

INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP

-21.08%

Shares3.2K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYSTEMS INC

0.00%

Shares812

Event2026-03-31

Filed2026-04-15

BSCQ

INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2026

-21.55%

Shares3.2K

Event2026-03-31

Filed2026-04-15

HON

HONEYWELL INTERNATIONAL INC

-83.15%

Shares275

Event2026-03-31

Filed2026-04-15

BSCU

INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD

-29.64%

Shares3.6K

Event2026-03-31

Filed2026-04-15

DELL

DELL TECHNOLOGIES INC CL C

-70.24%

Shares369

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

0.00%

Shares644

Event2026-03-31

Filed2026-04-15

DOV

DOVER CORP COMMON

0.00%

Shares283

Event2026-03-31

Filed2026-04-15

ITW

ILLINOIS TOOL WORKS INC

0.00%

Shares226

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INCORPORATED

4.64%

Shares361

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares92

Event2026-03-31

Filed2026-04-15

ORCL

ORACLE CORPORATION

-66.81%

Shares374

Event2026-03-31

Filed2026-04-15

ADP

AUTOMATIC DATA PROCESSING

0.00%

Shares264

Event2026-03-31

Filed2026-04-15

TMUS

T-MOBILE US INC

-34.32%

Shares243

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORP

-90.81%

Shares285

Event2026-03-31

Filed2026-04-15

ALTRIA GROUP INC

-27.32%

Shares721

Event2026-03-31

Filed2026-04-15

RNR

RENAISSANCE RE HOLDING LTD

2.61%

Shares157

Event2026-03-31

Filed2026-04-15

BMY

BRISTOL MYERS SQUIBB CO

3.79%

Shares767

Event2026-03-31

Filed2026-04-15

EXEL

EXELIXIS INC

5.60%

Shares1.1K

Event2026-03-31

Filed2026-04-15

AFG

AMERICAN FINL GROUP INC OHIO

24.22%

Shares359

Event2026-03-31

Filed2026-04-15

CHUBB LTD

10.24%

Shares140

Event2026-03-31

Filed2026-04-15

ZBH

ZIMMER BIOMET HOLDINGS INC

33.87%

Shares502

Event2026-03-31

Filed2026-04-15

STT

STATE STR CORP

-22.08%

Shares353

Event2026-03-31

Filed2026-04-15

TRAVELERS COS INC/ THE

New

Shares153

Event2026-03-31

Filed2026-04-15

BAC

BANK OF AMERICA CORP

-40.03%

Shares914

Event2026-03-31

Filed2026-04-15

HIG

HARTFORD INSURANCE GROUP INC

5.45%

Shares329

Event2026-03-31

Filed2026-04-15

WRB

BERKLEY W R CORPORATION

24.49%

Shares671

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

-27.45%

Shares304

Event2026-03-31

Filed2026-04-15

VICI

VICI PPTYS INC

38.84%

Shares1.6K

Event2026-03-31

Filed2026-04-15

FDX

FEDEX CORPORATION

-30.29%

Shares122

Event2026-03-31

Filed2026-04-15

EXPE

EXPEDIA INC

-22.31%

Shares188

Event2026-03-31

Filed2026-04-15

GENERAL MOTORS CO

-30.00%

Shares581

Event2026-03-31

Filed2026-04-15

JCI

JOHNSON CTLS INTL PLC

-29.79%

Shares330

Event2026-03-31

Filed2026-04-15

ENB

ENBRIDGE INC

34.13%

Shares786

Event2026-03-31

Filed2026-04-15

QCOM

QUALCOMM INC

24.53%

Shares330

Event2026-03-31

Filed2026-04-15

DEERE & CO

-1.32%

Shares75

Event2026-03-31

Filed2026-04-15

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares213

Event2026-03-31

Filed2026-04-15

CMCSA

COMCAST CORP NEW CL A

34.79%

Shares1.4K

Event2026-03-31

Filed2026-04-15

INTU

INTUIT INC

0.00%

Shares95

Event2026-03-31

Filed2026-04-15

FISERV INC

329.82%

Shares735

Event2026-03-31

Filed2026-04-15

MCK

MCKESSON CORPORATION

-2.08%

Shares47

Event2026-03-31

Filed2026-04-15

GE AEROSPACE NEW

0.00%

Shares143

Event2026-03-31

Filed2026-04-15

PHM

PULTE GROUP INC

-13.11%

Shares338

Event2026-03-31

Filed2026-04-15

PNC

PNC FINANCIAL SERVICES GROUP

-18.72%

Shares191

Event2026-03-31

Filed2026-04-15

MEDTRONIC PLC

2.02%

Shares454

Event2026-03-31

Filed2026-04-15

APOLLO GLOBAL MGMT INC NEW

20.49%

Shares347

Event2026-03-31

Filed2026-04-15

COF

CAPITAL ONE FINANCIAL CORP

-57.52%

Shares209

Event2026-03-31

Filed2026-04-15

AXP

AMERICAN EXPRESS COMPANY

-10.00%

Shares126

Event2026-03-31

Filed2026-04-15

CORPAY INC INC

9.48%

Shares127

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHINE CORP

-0.65%

Shares152

Event2026-03-31

Filed2026-04-15

CHKP

CHECK POINT SOFTWARE TECH LTD

53.99%

Shares251

Event2026-03-31

Filed2026-04-15

RCL

ROYAL CARIBBEAN CRUISES LTD NORWAY

-30.85%

Shares130

Event2026-03-31

Filed2026-04-15

URI

UNITED RENTALS INC

-17.24%

Shares48

Event2026-03-31

Filed2026-04-15

IBMS

ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD

4.05%

Shares1.3K

Event2026-03-31

Filed2026-04-15

IBMT

ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD

3.44%

Shares1.3K

Event2026-03-31

Filed2026-04-15

AEP

AMERICAN ELECTRIC POWER INC

0.00%

Shares223

Event2026-03-31

Filed2026-04-15

BSJS

INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-15

BSJQ

INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-15

SMURFIT WESTROCK PLC SHS

0.00%

Shares712

Event2026-03-31

Filed2026-04-15

AEE

AMEREN CORP

-0.39%

Shares253

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

0.00%

Shares82

Event2026-03-31

Filed2026-04-15

AT & T INC

-10.27%

Shares926

Event2026-03-31

Filed2026-04-15

TARGET CORP

New

Shares180

Event2026-03-31

Filed2026-04-15

GPC

GENUINE PARTS CO COM

-37.77%

Shares145

Event2026-03-31

Filed2026-04-15

NOBL

PROSHARES S&P 500 ETF DIVIDEND A

-71.37%

Shares140

Event2026-03-31

Filed2026-04-15

BSJR

INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP

0.00%

Shares645

Event2026-03-31

Filed2026-04-15

VERIZON COMMUNICATIONS COM

-63.37%

Shares259

Event2026-03-31

Filed2026-04-15

EPR

EPR PPTYS SHS BEN INT

1.60%

Shares254

Event2026-03-31

Filed2026-04-15

EPD

ENTERPRISE PRODUCTS PARTNERS

New

Shares300

Event2026-03-31

Filed2026-04-15

CWB

STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES

0.00%

Shares116

Event2026-03-31

Filed2026-04-15

NIOCORP DEVS LTD COM NEW

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-15

SDY

ST STR SPDR S&P DIV ETF

0.00%

Shares64

Event2026-03-31

Filed2026-04-15

WBD

WARNER BROS DISCOVERY INC SER A

0.00%

Shares224

Event2026-03-31

Filed2026-04-15

MGC

VANGUARD MEGA CAP ETF

0.00%

Shares22

Event2026-03-31

Filed2026-04-15

SOLSTICE ADVANCED MATLS INC COM

-83.21%

Shares68

Event2026-03-31

Filed2026-04-15

MSLC

MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY

0.00%

Shares79

Event2026-03-31

Filed2026-04-15

NVO

NOVO NORDISK A S ADR

0.00%

Shares100

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC CL A

-99.69%

Shares20

Event2026-03-31

Filed2026-04-15

AOR

ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION

0.00%

Shares33

Event2026-03-31

Filed2026-04-15

SUPER MICRO COMPUTER INC COM NEW

-97.67%

Shares70

Event2026-03-31

Filed2026-04-15

MSSM

MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY

0.00%

Shares24

Event2026-03-31

Filed2026-04-15

KTOS

KRATOS DEFENSE AND SECURITY SOLUTIONS

0.00%

Shares15

Event2026-03-31

Filed2026-04-15

LINK

INTERLINK ELECTRONICS INC

0.00%

Shares225

Event2026-03-31

Filed2026-04-15

UBER

UBER TECHNOLOGIES INC

0.00%

Shares9

Event2026-03-31

Filed2026-04-15

SOFI

SOFI TECHNOLOGIES INC

-89.74%

Shares40

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

-97.66%

Shares3

Event2026-03-31

Filed2026-04-15

KGC

KINROSS GOLD CORP (NEW) NO PAR

0.00%

Shares20

Event2026-03-31

Filed2026-04-15

WFC

WELLS FARGO & CO NEW

-95.24%

Shares5

Event2026-03-31

Filed2026-04-15

GXC

SPDR S&P CHINA ETF

0.00%

Shares3

Event2026-03-31

Filed2026-04-15

KROGER COMPANY COMMON

0.00%

Shares3

Event2026-03-31

Filed2026-04-15

DRAFTKINGS INC NEW CL A

0.00%

Shares10

Event2026-03-31

Filed2026-04-15

VGK

VANGUARD FTSE ETF EUROPEAN

0.00%

Shares1

Event2026-03-31

Filed2026-04-15

LUMN

LUMEN TECHNOLOGIES INC LA

0.00%

Shares9

Event2026-03-31

Filed2026-04-15

URGENT.LY INC NEW

-87.50%

Shares1

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available